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$treet-¢ents
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  • About
  • Monthly Video
  • Newsletter
  • Summary Tax Tables 2025 and 2026
  • Back to Basics
  • Contact Us
$treet-¢ents
$treet-¢ents

Countries with Most Nobel Prizes… From Visual Capitalist …

J.K. Financial, Inc. Nobel Prize

  • John Kvale CFA, CFP
  • November 5, 2025

October 2025 Financial Planning and Capital Market Audio Video Review … Cyber, RMD, COLA Reminder … Shutdown, Interest Rate Update … By John Kvale CFA, CFP

October 2025 Review by John Kvale

  • John Kvale CFA, CFP
  • November 3, 2025

Booo Happy Halloween Spooky Picture … Time Change Weekend … Travels Next Week … Friday …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • October 31, 2025

Interest Rates and Government Shutdown …. FOMC to lower rates!

J.K. Financial, Inc. FOMC to lower rates

  • John Kvale CFA, CFP
  • October 29, 2025

SS COLA – Social Security Cost of Living Adjustment – Not just for those drawing benefits – 2.8% Increase!

J.K. Financial, Inc. Social COLA

  • John Kvale CFA, CFP
  • October 27, 2025

The Unsubscribe Button … Preview of the US Dollar … Cheers to the 18 Year Old Holiday Party Photographer … Friday …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • October 24, 2025

Shutdown Update … a Rational Capital Market Reaction?

J.K. Financial, Inc. Shutdown Update

  • John Kvale CFA, CFP
  • October 22, 2025

Here come the RMD’s and the Portfolio Tax Adjustments shortly thereafter … Just a reminder!

RMD‘s (Required Minimum Distributions) are the government’s way, of not letting us ride the no tax/pre-tax contributions wave of qualified investment accounts for longer than…

  • John Kvale CFA, CFP
  • October 20, 2025

Save the Date! 29th Annual Holiday Party, Dallas Athletic Club, Saturday Before Thanksgiving November 22cnd, 3-5 PM

J.K. Financial, Inc. 29th Annual Party

  • John Kvale CFA, CFP
  • October 17, 2025

Dream Careers … From our Buds at Visual Capitalist … 11,500 Kids at 12-15 Polled aka Generation Alpha …

For Girls Doctor still remains the second most popular choice of the nearly 11,500 children age 12-15 (Generation Alpha) with Lawyers falling near single digits….…

  • John Kvale CFA, CFP
  • October 15, 2025
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Winter 2026 J.K. Financial, Inc. Newsletter … 2025 Tax Savings STILL Available … Donation Roth … AI – The Good the Bad the Ugly … Jumping the Standard Deduction … By John Kvale CFA, CFPFebruary 25, 2026
January 2026 (Yikes – Already!) Financial Planning and Capital Market Audio Video Podcast format Review … Tax Time Lines and 2026 Master Sheet … Kevin Warsh on Deck as FOMC Chair … By John Kvale CFA, CFPFebruary 2, 2026
December 2025 Financial Planning and Capital Market Audio Video Review … 401k Roth Catch Up Mandate … QT Ends … FOMC Lowers Short Term Rates … RMP Begins … By John Kvale CFA, CFPJanuary 5, 2026

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Background

The is the vocal portion of J.K. Financial, Inc. a Dallas Texas Based Fee Only Total Wealth Financial Planning Firm. Founded by John Kvale, a Dallas Texas Fee only Financial Planner and Total Wealth Manager.

Important Disclaimer

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, please consult your financial advisor prior to investing!
 

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